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UnitedHealth

3,157 hedge funds and large institutions have $436B invested in UnitedHealth in 2022 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 1,286 increasing their positions, 1,217 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 328 | Existing positions closed: 98

5% more funds holding

Funds holding: 2,9943,157 (+163)

5% more capital invested

Capital invested by funds: $415B → $436B (+$21.2B)

6% more repeat investments, than reductions

Existing positions increased: 1,286 | Existing positions reduced: 1,217

1% more call options, than puts

Call options by funds: $4.56B | Put options by funds: $4.52B

0.38% less ownership

Funds ownership: 88.17%87.79% (-0.38%)

3% less funds holding in top 10

Funds holding in top 10: 608587 (-21)

Holders
3,157
Holders Change
+163
Holders Change %
+5.44%
% of All Funds
50.74%
Holding in Top 10
587
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-3.45%
% of All Funds
9.43%
New
328
Increased
1,286
Reduced
1,217
Closed
98
Calls
$4.56B
Puts
$4.52B
Net Calls
+$35.6M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1551
Cordatus Wealth Management
Pennsylvania
$2.36M +$2.36M +4,453 New
LWM
1552
Ledge Wealth Management
Minnesota
$2.36M +$496K +937 +27%
OAM
1553
Oak Asset Management
California
$2.35M -$236K -445 -9%
LOIM
1554
Liberty One Investment Management
Illinois
$2.34M -$5.83K -11 -0.2%
SIM
1555
Sterling Investment Management
Arizona
$2.34M -$151K -285 -6%
KA
1556
Kozak & Associates
Colorado
$2.34M -$5.83K -11 -0.2%
TSWM
1557
Triangle Securities Wealth Management
North Carolina
$2.34M -$110K -207 -4%
CCM
1558
Compton Capital Management
Rhode Island
$2.33M -$209K -395 -8%
DAM
1559
Deltec Asset Management
New York
$2.33M -$530K -1,000 -19%
AWM
1560
Ameliora Wealth Management
Switzerland
$2.33M +$18K +34 +0.8%
CAAS
1561
Capital Asset Advisory Services
Michigan
$2.33M +$375K +708 +20%
CC
1562
Cypress Capital
Tennessee
$2.32M -$5.3K -10 -0.2%
PCS
1563
Personal CFO Solutions
New Jersey
$2.32M -$41.8K -79 -2%
ACM
1564
Ashford Capital Management
Delaware
$2.32M -$166K -313 -7%
FFG
1565
Frisch Financial Group
New York
$2.32M -$15.4K -29 -0.7%
MP
1566
McDonald Partners
Ohio
$2.31M -$19.6K -37 -0.8%
WKWM
1567
Walter & Keenan Wealth Management
Indiana
$2.31M
GCMG
1568
Gyroscope Capital Management Group
Florida
$2.31M +$881K +1,663 +62%
WR
1569
WD Rutherford
Oregon
$2.31M
WA
1570
WP Advisors
California
$2.31M -$11.7K -22 -0.5%
SIA
1571
Schear Investment Advisers
Ohio
$2.3M +$2.3M +4,342 New
SVCP
1572
Silicon Valley Capital Partners
California
$2.3M +$2.3M +4,340 New
BFA
1573
Beaumont Financial Advisors
Massachusetts
$2.3M -$98K -185 -4%
BFA
1574
Brendel Financial Advisors
New Hampshire
$2.29M -$32.3K -61 -1%
AWP
1575
Accretive Wealth Partners
New Jersey
$2.28M +$177K +334 +8%

UNH Hedge Fund Activity: Q4 2022 in Review

3,157 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2022, worth a combined $436B — up 5.1% from $415B a quarter earlier.

Buyers outnumbered sellers: 328 funds opened new UNH positions and 98 closed out — a net gain of 230 holders — while 1,286 added to existing stakes and 1,217 trimmed.

The largest buyer was BlackRock, adding an estimated $1.63B. The largest seller was Janus Henderson Group, cutting an estimated $3.03B.

  • 3,157 institutional investors held UnitedHealth (UNH) as of Q4 2022, up from 2,994 in Q3 2022.
  • Funds reported $436B of UnitedHealth stock for Q4 2022, up 5.1% quarter-over-quarter.
  • 328 funds opened new UnitedHealth positions in Q4 2022 and 98 closed out, a net change of +230 holders.
  • The largest UnitedHealth buyer in Q4 2022 was BlackRock, an estimated $1.63B added.
  • The largest UnitedHealth seller in Q4 2022 was Janus Henderson Group, an estimated $3.03B sold.

Based on aggregated 13F filings for Q4 2022.